Understanding your financial needs; Finding the right financial advisor is more crucial than ever in the post Banking Royal Commission climate in Australia. Trying to find the best financial advisor for your needs involves a combination of a bit of reflection and some research. Take the time to evaluate your current financial situation and reflect …
How do I find the right financial advisor for me? Read More »
Before setting up a Self Managed Super Fund, it’s essential to be fully informed about the pros and cons of an SMSF structure. In this second instalment of our two-part series on the key differences between SMSFs and public offer funds, we look at some important issues relating to insurance and dispute resolution. It’s possible …
Is a Self Managed Super Fund (SMSF) right for me? (part 2) Read More »
Taking an extended job posting overseas? If you currently have an SMSF, there’s a risk your fund’s “central management and control” (CMC) will be considered to move outside Australia. This causes the SMSF to become non-resident, resulting in hefty penalty taxes, so it’s essential to plan for this before you go. Here are some solutions …
Socially responsible investing, or SRI, is an investment strategy that has been gaining popularity over the past 20 years. An investment is considered socially responsible owing to the nature of the business the company performs. It is supposed to not only bring a financial return, but also social and environmental good. The three main factors …
